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Michael Mirabelli

34 Years of Experience
New York, NY
Broker

Michael Mirabelli is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 34 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

520 Madison Avenue, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Jefferies LLCBroker
June 2023 - Present · 3 yrs 1 mo
Jefferies Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Jefferies LLC
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
William Blair & Company L.L.C.
August 2021 - June 2023 · 1 yr 10 mos
William BlairBroker
January 2016 - June 2023 · 7 yrs 5 mos
Wells Fargo Advisors, LLC
August 2010 - December 2015 · 5 yrs 4 mos
Wells Fargo Advisors, LLCBroker
May 2001 - January 2016 · 14 yrs 8 mos
Prudential Securities IncorporatedBroker
December 1994 - May 2001 · 6 yrs 5 mos
Oppenheimer & CO., INC.Broker
September 1993 - December 1994 · 1 yr 3 mos
Morgan Stanley & CO., IncorporatedBroker
May 1991 - July 1993 · 2 yrs 2 mos
Morgan Stanley Market Products INC.Broker
May 1991 - July 1993 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.